Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Investortools offers valuable insights into identifying and quantifying the various sources and factors contributing to a portfolio’s overall return. Delve into the mathematics that underpin these calculations while discovering how the Custom Index Manager (CIM) can assist in elucidating your portfolios' performance. Factor-based attribution breaks down returns by utilizing independent systematic factors such as income effects, yield curve shifts, and spread impacts. In contrast, allocation attribution focuses on the excess return—calculated as the difference between the portfolio's total return and the index's total return—resulting from strategic allocation choices and variances within each category. Additionally, simulated performance delivers an in-depth (Bottom-Up) analysis of Total Return, enhancing your understanding of investment outcomes. This comprehensive approach equips investors with the necessary tools to make informed decisions and optimize their portfolio strategies effectively.
Description
Solo is the sole application that computes your tax returns and reveals your current obligations for income tax, GST, and ACC. It enables you to monitor your income and expenses effortlessly by syncing directly with your bank transactions. Additionally, Solo offers guidance on which expenses you can claim and performs all the calculations, allowing you to relax and enjoy the benefits of your savings. This app stands out as the only accounting solution that not only figures out your income tax return but also provides all the necessary data for easy transfer to your online submission. You can generate attractive, professional invoices swiftly by uploading your logo, storing customer information, and managing outstanding invoices. With Solo, you can handle invoicing like an expert. Stay informed about your finances through straightforward reports that help you assess your business's performance effectively. Moreover, with its user-friendly interface, Solo makes it easy for anyone to manage their finances without needing extensive accounting knowledge.
API Access
Has API
API Access
Has API
Integrations
Airbnb
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$8.64 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Investortools
Founded
1983
Country
United States
Website
www.invtools.com
Vendor Details
Company Name
Solo
Founded
2019
Country
New Zealand
Website
www.soloapp.nz/
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management